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Rakuten Investment Management’s NiSource NI Stock Holding History

Rakuten Investment Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3M Buy
70,953
+8,447
+14% +$381K 0.01% 318
2025
Q4 		$2.62M Buy
62,506
+9,849
+19% +$421K 0.01% 403
2025
Q3 		$4.67M Buy
+52,657
New +$2.18M 0.02% 262
2025
Q1 		$1.71M Buy
+42,866
New +$1.65M 0.01% 406
2024
Q3 		$874K Buy
25,410
+6,333
+33% +$202K 0.01% 370
2024
Q2 		$553K Buy
19,077
+7,667
+67% +$216K ﹤0.01% 378
2024
Q1 		$316K Buy
11,410
+10,388
+1,016% +$273K ﹤0.01% 398
2023
Q4 		$27.1K Buy
+1,022
New +$26.3K ﹤0.01% 398

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rakuten Investment Management's NI Position: Q1 2026 in Review

Rakuten Investment Management increased its NiSource (NI) stake by 14% in Q1 2026, buying an estimated $381K and bringing the position to 70,953 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #318.

Rakuten Investment Management first reported a position in NI in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.67M in Q3 2025. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Rakuten Investment Management held 70,953 shares of NiSource worth $3.3M as of Q1 2026.
  • Rakuten Investment Management bought 8,447 NiSource shares in Q1 2026, an estimated $381K.
  • NiSource made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #318 holding.
  • Rakuten Investment Management first reported a position in NiSource in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's NiSource position peaked at $4.67M in Q3 2025.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.